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研报掘金丨国信证券:万华化学一期POE装置开车成功,维持“优于大市”评级

Research reports: Guosen Securities - Wanhua Chemical Group's first phase POE plant successfully starts operation, maintaining a "better than the market" rating.

Gelonghui Finance ·  Jul 4 16:33
Gelonghui, July 4 | Guoxin Securities Research Report pointed out that on June 29, Wanhua Chemical (600309.SH)'s first phase of the 200,000 tons/year POE project of the New Materials Division completed the entire process and produced qualified products on the same day, marking the successful one-time high-quality operation of China's first large-scale self-developed POE industrialization device. The downstream POE industry is mainly in the photovoltaic and automotive industries. The compound growth rate of global demand is expected to be about 11% in 2023-2029. As the leader in the polyurethane industry, the company has a stable profit guarantee, and new projects are progressing steadily. Maintain an “better than the market” rating.

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